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Desk note 2026-09-14: rate cuts cannot cap the 10-year
Desk note 2026-09-14: rate cuts cannot cap the 10-year
Desk note 2026-09-14: rate cuts cannot cap the 10-year
Note 2026-09-14: CPI, energy, and the 10-year
The oil-tight case: depletion, fake spare capacity, and the EM car
The Fed can cut. The 10-year can still wreck every asset that was duration in disguise
AI pulled 2035’s cash flows into 2024’s multiple. That is not a tech story. It is a duration story
The Iran war premium is a freight and insurance number, not a cable-news emotion
CrowdMood Trident: six prongs on one board
What consumer sentiment actually measures — and what it quietly skips
Michigan versus Conference Board: a field guide to the split
The sentiment-spending gap: why gloomy surveys can still print sales
How retailers actually use mood data in a merchandising meeting
Housing sentiment under rate shocks: lock-in, not just gloom
Social listening is not a survey with extra spice
Reading Asia-Pacific consumer mood without flattening it into one dragon
How to use a sentiment signal without overfitting it to last year’s crash